Ridgecrest Wealth Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,374
| Closed | -$423K | – | 102 |
|
|
2022
Q2 | $423K | Sell |
8,374
-4,750
| -36% | -$240K | 0.31% | 56 |
|
|
2022
Q1 | $679K | Sell |
13,124
-62,113
| -83% | -$3.21M | 0.43% | 47 |
|
|
2021
Q4 | $4.05M | Sell |
75,237
-5,667
| -7% | -$305K | 1.97% | 15 |
|
|
2021
Q3 | $4.42M | Buy |
80,904
+13,335
| +20% | +$729K | 2.41% | 11 |
|
|
2021
Q2 | $3.7M | Buy |
67,569
+35,019
| +108% | +$1.92M | 2.31% | 13 |
|
|
2021
Q1 | $1.78M | Buy |
+32,550
| New | +$1.78M | 1.7% | 18 |
|